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Create Financial Management is a firm of Financial Advisers with offices located in Derby. Our aim is straightforward: to offer you the highest possible standards of assistance and advice whenever you require financial planning expertise. Our goal is to exceed your expectations - so much so, that once you experience our friendly and professional advice, you need never look elsewhere for financial planning help. In this way we strive to build genuine long-term relationships with our clients.
At Create Financial Management, we believe that you need choice in the type of advice you receive. Whereas some advisers act for just one product provider, we can offer a choice of solutions from the whole of the market. It is your choice as to how you would like us to operate, we will select the most appropriate adviser according to your wishes and circumstances. This will, however, be fully discussed with you before any advice is given.
Create Financial Management is different in other ways too. We combine the vitality of a young, efficient company with substantial knowledge of the Financial Services industry. Each of the Partners has many years' experience gained from working within some of the UK's leading organisations. Our advisers are highly trained, their market knowledge is continually honed and they have the support of an outstanding administrative team.
You choose how you want to work with us. You can arrange to meet your advisers annually or more frequently. You can discuss your needs over the telephone, face to face or through electronic media.
We are committed to enhancing our personal service through technology. We believe that Financial Advisers cannot provide the best service without excellent technological support. Not only does this enable your adviser to identify your current and future financial planning needs, it also enables him or her to source without delay the products, funds or services to meet those needs.
Above all, our aim is to build a lifetime relationship with you. As your needs change you have the reassurance of knowing that we are always there to provide assistance.